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Jordan Asa Burrington Tyler

Allworth Financial, L.P.

Walnut Creek, CA

Folsom, CA

CRD 7343855

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Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-01
  • CA RA
    APPROVED
    Since 2024-07-01

Branch Locations

1331 N California Blvd Suite 250, Walnut Creek, CA 94596 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Seasons 52 Houston TX 08/2019 06/2021
Horse & Hounds Restaurant Ocala FL 01/2019 06/2019
Palm Chevrolet Ocala FL 06/2018 10/2018
Hayrack Ranch Wyola MT 12/2017 07/2018
Bent Fork Llc Loveland CO 01/2006 12/2017
Legalinc Corporate Services Inc. Fort Collins CO 09/2014 12/2016
Jpmorgan Chase Bank, N.A. Ocala FL 09/2018 06/2023
Del Monte Group Alamo CA 07/2023 05/2024
Allworth Financial Alamo CA 05/2024 Present
  • 08/2019 → 06/2021
    Seasons 52
    Houston, TX
  • 01/2019 → 06/2019
    Horse & Hounds Restaurant
    Ocala, FL
  • 06/2018 → 10/2018
    Palm Chevrolet
    Ocala, FL
  • 12/2017 → 07/2018
    Hayrack Ranch
    Wyola, MT
  • 01/2006 → 12/2017
    Bent Fork Llc
    Loveland, CO
  • 09/2014 → 12/2016
    Legalinc Corporate Services Inc.
    Fort Collins, CO
  • 09/2018 → 06/2023
    Jpmorgan Chase Bank, N.A.
    Ocala, FL
  • 07/2023 → 05/2024
    Del Monte Group
    Alamo, CA
  • 05/2024 → Present
    Allworth Financial
    Alamo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-01
S63 Uniform Securities Agent State Law Examination 2021-04-27
  • S65 Uniform Investment Adviser Law Examination
    2024-07-01
  • S63 Uniform Securities Agent State Law Examination
    2021-04-27
Other Names
  • Jordan Asa Tyler
  • Jordan Asa Tyler
  • Jordan Tyler
  • Jordan Asa Burrington Tyler
  • Jordan A. Tyler

View on SEC IAPD

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